Mariner, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings856 positions
ISHARES TR | 2.3M | $932.6M | 6.5% | $251.35 | +46.66% | 10 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 3.7M | $456.8M | 3.2% | $49.86 | +138.17% | 10 qtrssince 2018-Q4 | Increased 60 |
MICROSOFT CORP | 1.3M | $316M | 2.2% | $125.84 | +79.06% | 10 qtrssince 2018-Q4 | Increased 59 |
STATE STR SPDR S&P 500 ETF T | 639,303 | $253.4M | 1.8% | $245.58 | +49.97% | 10 qtrssince 2018-Q4 | Increased 50 |
VANGUARD TAX-MANAGED FDS | 5M | $247.9M | 1.7% | $33.85 | +22.93% | 10 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 3.4M | $242.1M | 1.7% | $51.16 | +20.40% | 10 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 3.1M | $237.5M | 1.7% | $50.29 | +29.71% | 10 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 891,525 | $232M | 1.6% | $41.29 | +16.65% | 10 qtrssince 2018-Q4 | Increased 78 |
VANGUARD INDEX FDS | 1.7M | $226.1M | 1.6% | $92.27 | +25.16% | 10 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 2M | $223M | 1.6% | $93.30 | +3.09% | 10 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.7M | $223M | 1.6% | $10.27 | +54.14% | 10 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.9M | $187.3M | 1.3% | $9.49 | +57.05% | 10 qtrssince 2018-Q4 | Increased 48 |
AMAZON COM INC | 52,573 | $162.7M | 1.1% | $96.38 | +60.51% | 10 qtrssince 2018-Q4 | Increased 49 |
PROCTER & GAMBLE CO | 1.2M | $160.9M | 1.1% | $87.40 | +34.57% | 10 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 567,445 | $145.9M | 1.0% | $24.37 | +70.64% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 619,426 | $136.9M | 1.0% | $130.31 | +58.67% | 10 qtrssince 2018-Q4 | Increased 43 |
JPMORGAN CHASE & CO | 836,489 | $127.3M | 0.9% | $88.90 | +49.36% | 10 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.9M | $122.7M | 0.9% | $15.01 | +28.70% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.8M | $122.7M | 0.9% | $49.39 | +28.32% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.9M | $120.5M | 0.8% | $42.64 | +47.45% | 10 qtrssince 2018-Q4 | Decreased 0 |
Mariner, LLC manages $14.3B across 856 positions as of Q1 2021. Top holdings: IVV (6.5%), AAPL (3.2%), MSFT (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 117 new positions, 42 exits, 416 increased. Top move: IJH (INCREASED, conviction 78). Portfolio: $14.3B across 856 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR